Everything you need to run Proactive Clinic
Step-by-step help for the front desk, providers and billing team — scheduling, charting, claims, portals, records and more. Each section includes real screenshots from the app.
Log in, learn the layout, and find your way around Proactive Clinic.
Your daily home base: today's numbers, live operations, and quick links.
Book, drag-to-reschedule and create repeating visits across day, week, month and staff views.
Register new patients, search records, and work inside the patient chart.
Start, document and sign visit notes (SOAP or simple format).
Send prescriptions and lab, imaging, referral and procedure orders.
Check coverage, view the eligibility report, and manage patient balances.
Prior authorization, claim submission, claim status, denials, ERA posting, enrollment and fee schedule.
Send digital intake forms and let patients self-check-in on a kiosk.
Self-service booking and records for patients; approved record access for attorneys.
Fulfill records requests and export a patient's full record (ONC Cures Act).
Configure the clinic, users, roles, catalogs, integrations and data tools.